💡 You can use your Yoco card machines and/or the Yoco POS App to record other payment methods too, not just card payments! Just like with cash payments (always available as a payment option with Yoco), when you record a sale using one of your other payment methods it'll form part of your Yoco Sales History for your records, reporting and insights.
Please note: Yoco doesn't process other payment methods, or charge you any fees for using them. This means you can't action a refund on another payment method from your Yoco Sales History, but you can re-send receipts and view other payment details (like sales notes).
Your Payment methods settings are located in the business settings section of the Yoco Web/Mobile App.
There are ten payment methods available to you to activate for record keeping purposes. You will notice that Card and Payment link are always on and you are not able to switch these off.
Please note: The payment methods shown are purely for record keeping purposes and will not integrate with external payment providers directly.
The following payment methods are available to activate:
QR code - If you're also accepting online payments via a QR code (like Snapscan).
Cash - always on, allows you to accept and record cash sales (and refunds).
EFT - record your sales paid via Electronic Funds Transfer (from banking sites).
Delivery - Use this if you also do deliveries, and would like to record those separately.
Gift Card - Do you accept gift cards other than Yoco vouchers?
Free - Want to be able to record a free giveaway?
Online - Using other types of online payments, not through Yoco?
Account - Do your customers have accounts with your business, where they can ring up several purchases over a set amount of time, before paying for the total?
E-wallet - Do your customers sometimes prefer to use your cell phone number to pay into your e-wallet via their banking apps?
Other - Anything else?
💡 To activate these payment methods simply toggle the button on or off. Changing these payment methods will be reflected on all your Yoco card machines and your Yoco POS App.
Note about the new Yoco App settings: Any previously activated custom payment methods which you named, will remain active in your profile. However should you deactivate and remove them, they will not reappear and you will only be able to use the predetermined payment methods shown above.
Where can I see the other payment method sales in my records?
Whenever you take another payment method to complete a sale with Yoco, it's recorded in your Sales History, along with all your other Yoco transactions.
You'll be able to see immediately that it was paid by another payment method (not card), and can filter your sales history by other payment method in the Yoco App.
From the Yoco Mobile/Web App here, go to the Sales tab and select the Sales history tile.
If you don’t spot the sale you’re looking for straight away, you can also filter by Method and select Other. This will show you a list of only your sales paid for by means of other payment methods.
Find out more about using your Sales History here.
How do other payment method refunds work?
Other payment method refunds can be recorded in your Sales History, along with card refunds.
Note: Yoco does not supply the money for the refund - it’s simply recorded for your convenience.
To process another payment method refund:
Find the sale you want to refund in your Sales History (either on the Yoco Web/Mobile App, in the Yoco POS App, or on your card machine).
Select Refund, and choose a reason for the refund. This is for your records, and won't be displayed anywhere else.
You'll be asked to enter your refund PIN, which we'll have sent to your phone (if it's your first time performing a refund.) You can request a new PIN at any time.
Note: The refund PIN will be sent to the mobile number linked to the Yoco profile.
Transfer the money owed back to your customer, in whichever way is most convenient given the payment method used.
Struggling with the refund PIN? This is a special security measure for when refunds are done on Yoco card machines. The refund PIN will be sent in an SMS to the mobile number linked to your profile. If you're struggling, rather do the refund from the Yoco Mobile/Web App using your admin login details.